Epstein Index›Documents›EFTA01493029
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01493029: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA014930290 keyword hits
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JPMorgan account statement or portfolio summary document for a client served by the Morgan Team. The document lists account managers including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team - Equity), and Gina Magliocco (Client Service Team - Cash & Fixed Income), along with account summary, holdings, and portfolio activity information.

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Equity
Excerpt 2
4 Gina Magliocco **Client** Service Team Cash & Fixed Income 5 Portfolio Activity 7 Online access www.jpmorganonline.com Transactions cleared and carried

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